Client Coordinator, Student Health & Wellness

Hub International Insurance•Erie, PA

3d•Hybrid

About The Position

The Client Coordinator I provides professional, courteous support to internal HUB Student Health & Wellness service teams as they maintain and service Student Health Insurance Plan clients and members. The role helps align HUB corporate goals, carrier requirements, and client needs while supporting client retention and delivering a quality experience to clients and members. The coordinator manages and documents member enrollment, reviews insurance waivers against university requirements, audits carrier enrollment files, and helps prepare quotes, proposals, presentations, and client reporting. The role also provides customer service to students and their parents through events, phone, and email. The work is based on a hybrid schedule out of HUB’s Erie, Pennsylvania office, with travel of up to 25%, primarily for campus benefits fairs and student orientation events. The environment is fast-paced, with shifting priorities and seasonal peaks tied to the academic calendar.

Requirements

High school diploma or equivalent.
Life, Accident and Health Insurance License required within three months of hire; HUB provides training, expense, and preparation time.
Ability to work independently.
Strong written and oral communication skills.
Strong MS Office skills, including MS Word and MS Excel.
Exceptional organizational skills and strong attention to detail.
Ability to identify and resolve routine service issues and escalate matters outside established procedures.
Numerical accuracy sufficient to verify premium calculations and reconcile enrollment counts against carrier files.
Ability to pivot quickly between multiple tasks.

Responsibilities

Respond promptly and professionally to internal HUB service needs and provide clerical and technical support to support client retention.
Document and manage member enrollment to ensure members are enrolled in the correct coverages in a timely manner.
Review and compare insurance waivers against university requirements to ensure compliance.
Apply Student Health & Wellness standard operating procedures and HUB best practices consistently.
Provide customer service to student insureds and/or their parents at benefits fairs and orientation events and through phone and email.
Audit monthly carrier enrollment files to confirm the accuracy of premiums billed by the carrier.
Assist with quote requests, spreadsheets, and related items, verifying their accuracy.
Prepare summaries of insurance, proposals, and client benchmarking for clients and internal HUB team review.
Prepare, peer review, and deliver client presentations, communication materials, and client reporting, including virtual and in-person education presentations.
Follow HUB systems and procedures and applicable state regulations.
Manage other administrative tasks as needed.